Those located in Asia-Pacific will use the term Trust Account, where customers located in Europe will use the term Client Account. For more information on regional terminology, refer to this article.
Viewing a Budget
1. Select a Property
2. Click Outgoings on the left
3. Click the Budgets tab
4. Select a Budget by clicking the Budget Title or View Button
The summary page for the budget will show the allocations that are applied to the budget, with the budgeted amounts and how much of those amounts were applied to the property leases.
The details page for the budget will show the allocations that were applied to the budget, together with:
- Detailed amounts of how much income will be allocated to each tenancy for each item
- A total cost for each lease
- A total of how much of the budgeted cost is recoverable from the leases